Agency / Consultancy Check

Why teams use this template

Client service teams can look busy and productive while silently accumulating overload, unclear expectations, and morale issues.

The questions focus on workload, support, delivery quality, expectation management, and recognition, which are common pressure points in agency work.

Example questions

1. How manageable is your current client workload?
2. Do you have the support you need from the team?
3. How satisfied are you with the quality of work we deliver?
4. Are client expectations clear and realistic?
5. Do you feel valued for your contributions?

What a good run gives you

• A faster read on whether workload is sustainable
• Better visibility into delivery friction
• Signals that help prevent avoidable attrition